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Financial Services Assistant information

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$10

$23

$40

How much do financial services assistant jobs pay per hour?

As of Jul 23, 2026, the average hourly pay for financial services assistant in the United States is $23.35, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $26.20 per hour, depending on experience, location, and employer.

What is the difference between Financial Services Assistant vs Customer Service Representative?

AspectFinancial Services AssistantCustomer Service Representative
Required credentialsBasic financial certifications, high school diploma or equivalentHigh school diploma or equivalent, sometimes certifications in customer service
Work environmentFinancial institutions, banks, investment firmsVarious industries including retail, telecom, banking
Employer usageFinancial sector employersBroad industry usage
Common search intentAssisting clients with financial products, processing transactionsHandling customer inquiries, resolving issues

The main difference is that Financial Services Assistants focus on supporting financial operations and client accounts within financial institutions, often requiring some financial certifications. Customer Service Representatives have a broader role across industries, primarily handling customer inquiries and support. While both roles involve client interaction, Financial Services Assistants specialize in financial products and services, making their skills more tailored to the finance industry.

What is a financial service assistant?

A financial services assistant supports financial professionals by handling client inquiries, preparing documents, and managing administrative tasks. They often use financial software and require good communication skills to assist with banking, investment, or insurance services.

What do you do as a financial assistant?

A financial services assistant supports financial advisors or departments by preparing reports, managing client records, processing transactions, and assisting with administrative tasks. They often use financial software and require strong organizational skills to ensure accurate record-keeping and compliance with regulations.

What is the role of a financial assistant?

A financial services assistant supports financial professionals by preparing reports, managing client records, and handling administrative tasks. They often use financial software and require strong organizational skills to ensure accurate and efficient operations within financial institutions.

Is it hard to become a FA?

Becoming a Financial Services Assistant typically requires a high school diploma or equivalent, with some roles preferring or requiring relevant certifications such as the Series 6 or 7. The role often involves on-the-job training, strong communication skills, and knowledge of financial products, making it accessible for many entry-level candidates but competitive depending on the employer.
What cities are hiring for Financial Services Assistant jobs? Cities with the most Financial Services Assistant job openings:
What are the most commonly searched types of Financial Services jobs? The most popular types of Financial Services jobs are:
What states have the most Financial Services Assistant jobs? States with the most job openings for Financial Services Assistant jobs include:
Financial Services Assistant jobs near you
Infographic showing various Financial Services Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, 1% Temporary, and 2% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $48,576 per year, or $23.4 per hour.
Financial Services Representative

Financial Services Representative

Moody Street Group

Boston, MA

Full-time

Posted 24 days ago

Job description

The Moody Street Group, LLC, a general agency, of The Companies of OneAmerica®, works with a diverse clientele including individuals, business owners, professionals and families.  We assist our clients in attaining financial objectives by providing a broad range of products and services that can help create, accumulate and conserve wealth.  The Moody Street Group, LLC, with offices in Newton, Massachusetts and South Windsor, Connecticut is actively recruiting new associates.  We are interested in meeting highly motivated, success-oriented individuals with undergraduate or graduate degrees in business, marketing, finance, accounting, economics, law or communications who are looking for a professional sales career with excellent income potential. 

Our Financial Services Sales Representatives, utilize a values based approach and market primarily by introduction.  We are supported by a marketing staff that is trained to do the back-office work, which allows financial representatives more time to see and interact with clients.  Our marketing team provides new Financial Services Sales Representatives with a comprehensive and sophisticated training program.  New Financial Services Sales Representatives will also benefit from a wide range of technical sales support provided by professional career associates who are leaders in the industry.  We offer competitive compensation.  We also provide group benefits, pension, tuition reimbursement for professional designations and conferences at worldwide locations. #ZR

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Company Description

The Moody Street Group, LLC, a General Agency of the companies of OneAmerica®, offers a variety of insurance and financial products and services to individuals, executives, professionals, and business owners. The Mission of the Moody Street Group, LLC, is to assist clients in reaching their personal and business goals and helping to secure their financial future with appropriate financial services based on their needs
and values. Our associates are carefully trained and have backup and support, both locally and nationally, in each of our products
and services. We are an organization committed to excellence in serving our clients with Creative Values-Based Financial Strategies